Has Microchip Technology (MCHP) Run Too Far After Its 81.8% One Year Rally?
This article analyzes Microchip Technology's (MCHP) valuation after an 81.8% rally over the past year. Using Discounted Cash Flow (DCF) analysis, the stock appears about 9.2% overvalued at $67.22 per share, while a Price-to-Sales (P/S) ratio comparison suggests it's slightly undervalued relative to Simply Wall St's Fair Ratio. The article also presents bull and bear case "Narratives" to reflect different investor perspectives on the company's future value.
Microchip Technology Inc. stock outperforms competitors on strong trading day
Microchip Technology Inc. (MCHP) shares rose 2.47% to $67.22 on Monday, outperforming its competitors and contributing to a favorable trading session. The stock marked its fourth consecutive day of gains, while the S&P 500 Index and Dow Jones Industrial Average also saw increases.
MCHP SEC Filings - Microchip Technology Inc. 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Microchip Technology Inc. (MCHP) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. It highlights the company's financial and governance information, such as director elections and executive compensation. The latest filing, dated July 3, 2025, details new equity awards for MCHP's CFO, comprising Performance Stock Units and Restricted Stock Units.
ON Semiconductor Corp. Experiences Valuation Adjustment Amid Strong Market Performance
ON Semiconductor Corp. has adjusted its valuation, with its current price at $62.20, showing a strong 54.73% return over the past year. The company's key financial metrics, including a P/E ratio of 44 and ROCE of 9.19%, indicate solid operational performance. This positions ON Semiconductor favorably against competitors in the electrical equipment sector, highlighting its competitive stance despite recent stock performance fluctuations.
MCHP PE Ratio & Valuation, Is MCHP Overvalued
Microchip Technology Inc (MCHP) is currently in the "Fair zone" with a forward PE ratio of 25.51, which is fairly valued compared to its five-year average of 26.41. The fair price for MCHP is estimated to be between $37.26 and $96.89 based on relative valuation methods. While its P/S ratio of 6.22 is significantly above the industry average, its strong revenue growth of 15.59% suggests this premium might be unsustainable.
Perpetual Ltd Grows Position in Microchip Technology Incorporated $MCHP
Perpetual Ltd increased its stake in Microchip Technology Incorporated (NASDAQ:MCHP) by 2.9% during the fourth quarter, bringing its total holdings to 659,828 shares valued at $42.04 million. Other institutional investors also adjusted their positions, while company CEO Steve Sanghi sold shares worth $7.96 million. Analysts currently have a "Moderate Buy" rating on MCHP with a consensus target price of $86.00, following the company beating EPS estimates and revenue increasing by 15.6% year-over-year.
Microchip Technology (MCHP) COO receives stock unit grants and adjusts holdings
Microchip Technology's COO, Richard J. Simoncic, reported new equity awards, including restricted stock units (RSUs) and performance stock units (PSUs), along with a correction to his beneficial ownership. The RSU and PSU grants, made on April 1, 2026, are subject to various vesting schedules and performance targets related to non-GAAP operating margins. Additionally, the filing noted a bona fide gift of 1,075 common shares on May 15, 2024, and adjusted his indirect beneficial ownership to 146,127 common shares.
Microchip (MCHP) CFO receives 58,500 RSU and PSU stock unit grants
Microchip Technology Inc.'s Senior VP and CFO, James Eric Bjornholt, has been granted 58,500 stock units as equity compensation, comprising 29,249 Restricted Stock Units (RSUs) and 29,251 Performance Stock Units (PSUs). These awards are subject to vesting schedules between 2027 and 2030, with RSUs contingent on continued service and PSUs requiring the achievement of cumulative non-GAAP operating margin targets ranging from 30.5% to 31.5% over various measurement periods. The filing also noted an indirect holding of 28,573 common shares in a trust.
Microchip (MCHP) SVP receives time- and performance-based stock unit grants
Microchip Technology (MCHP) Senior Vice President Joseph R. Krawczyk II received grants of restricted stock units (RSUs) and performance stock units (PSUs) on April 1, 2026. The RSUs vest over time in quarterly installments until February 2030, contingent on his continued service. The PSUs are performance-based, tied to Microchip's cumulative non-GAAP operating margin over 4, 8, or 12-quarter periods, with vesting contingent on specific margin targets and continued employment.
MCHP Stock News Today | Earnings, Events & Price Alerts
This page provides news and events related to Microchip Technology (MCHP) stock, highlighting recent developments and market impacts. Recent news includes Microchip Technology achieving IEC 62443-4-1 Certification for Cybersecurity and the company's hardware being chosen for next-gen analog processing units. The events section details the Trump administration's plans for over $1T investment in energy and semiconductor supply chains, which includes Microchip Technology.
Qorvo, Inc. (QRVO) stock price, news, quote and history
This Yahoo Finance page provides comprehensive financial data for Qorvo, Inc. (QRVO), a company specializing in wireless, wired, and power technologies. It includes real-time stock price, market capitalization, key financial ratios, performance metrics compared to the S&P 500, earnings trends, analyst ratings, and company overview. The article details Qorvo's operating segments and the markets it serves in the semiconductor industry.
Assessing Microchip Technology (MCHP) Valuation After AI Sector Rally And Options-Driven Price Surge
Microchip Technology (MCHP) recently experienced a sharp stock movement due to an AI sector rally and options trading, prompting an assessment of its valuation. While the popular narrative suggests MCHP is 24.6% undervalued with a fair value of $86.67, driven by demand from edge computing and AI-enabled devices, Simply Wall St's DCF model indicates a fair value of $61.57, suggesting the stock might be slightly overvalued. The article highlights the conflicting valuations and encourages investors to review data and risks independently.
Microchip Gains Industrial Certification
Microchip Technology Inc. has achieved UL Solutions certification to the IEC 62443‑4‑1 Maturity Level 2 (ML2) standard, signifying its product development process meets secure-by-design criteria. This certification assures customers that Microchip's products are developed within an independently verified cybersecurity framework. This helps customers meet regulatory requirements like the European Cyber Resilience Act by demonstrating robust cybersecurity practices throughout the product lifecycle.
Microchip Technology Earns IEC 62443-4-1 ML2 Industrial Automation and Control System Certification
Microchip Technology has achieved IEC 62443-4-1 ML2 certification for its industrial automation and control systems, demonstrating its commitment to secure development processes. This certification, verified by UL Solutions, validates that Microchip's product development meets globally recognized secure design criteria, helping customers with cybersecurity evaluations and compliance with regulations like the EU Cyber Resilience Act. The standard ensures security is integrated from design to end-of-life across Microchip's hardware and software.
Microchip Gains Industrial Certification
Microchip Technology Inc. has achieved UL Solutions certification to the IEC 62443-4-1 Maturity Level 2 (ML2) Industrial Automation and Control System standard. This certification validates that Microchip's product development process meets secure-by-design criteria, providing independent assurance of its cybersecurity framework. It also prepares the company and its customers for regulatory requirements like the European Cyber Resilience Act (CRA) by demonstrating integrated security from design through product end-of-life.
Assessing Microchip Technology (MCHP) Valuation After AI Sector Rally And Options-Driven Price Surge
Microchip Technology (MCHP) recently experienced a sharp stock increase due to an AI sector rally and options trading, despite mixed performance over the last year. While one popular narrative suggests the stock is 24.6% undervalued with a fair value of $86.67, driven by AI and edge computing demand, another DCF model indicates it might be slightly overvalued at $65.38. Investors are encouraged to review the underlying data and risks to decide on the trade-offs between potential upside and downside.
Microchip Technology Earns IEC 62443-4-1 ML2 Industrial Automation and Control System Certification
Microchip Technology has received IEC 62443-4-1 Maturity Level 2 (ML2) certification from UL Solutions, demonstrating that its new product development processes for Industrial Automation and Control Systems meet secure-by-design criteria. This certification validates Microchip's commitment to integrating security from design through end-of-life, helping customers reduce supply-chain risk and meet emerging regulatory requirements like the EU Cyber Resilience Act (CRA). The standard ensures rigorous application of secure development lifecycle practices across all business units.
Microchip security certification helps customers prepare for EU cyber rules
Microchip Technology has earned IEC 62443-4-1 Maturity Level 2 (ML2) certification from UL Solutions for its industrial automation and control systems. This certification validates Microchip's secure development lifecycle practices for hardware and software, from design to end-of-life, and aims to help customers with cybersecurity assurance, supply-chain risk reduction, and compliance with regulations like the EU Cyber Resilience Act (CRA). The news aligns with historical trends of positive stock reactions to Microchip's security-related announcements.
Microchip Technology Earns IEC 62443-4-1 ML2 Industrial Automation and Control System Certification
Microchip Technology has achieved IEC 62443‑4‑1 Maturity Level 2 (ML2) certification from UL Solutions, validating its secure product development processes for industrial automation and control systems. This certification demonstrates Microchip's commitment to cybersecurity by integrating security into hardware and software design from the outset, helping customers reduce supply-chain risk and meet emerging regulatory requirements like the EU Cyber Resilience Act (CRA).
Microchip Technology Earns IEC 62443-4-1 ML2 Industrial Automation and Control System Certification
Microchip Technology has achieved IEC 62443-4-1 ML2 Industrial Automation and Control System certification from UL Solutions, demonstrating its commitment to secure product development processes. This certification confirms that Microchip integrates security throughout its hardware and software lifecycle, providing audit-backed assurance to customers. It helps customers reduce supply-chain risk and meet emerging regulatory requirements like the EU Cyber Resilience Act.
Microchip Technology Earns IEC 62443-4-1 ML2 Industrial Automation and Control System Certification
Microchip Technology (Nasdaq: MCHP) has achieved IEC 62443-4-1 Maturity Level 2 (ML2) certification for its new product development process, verifying its secure-by-design approach for industrial automation and control systems. This certification, awarded by UL Solutions, demonstrates that Microchip's hardware and software development integrates security from initial design through end-of-life and ensures compliance with global standards, including readiness for the EU Cyber Resilience Act (CRA). The company emphasizes that this independently validated certification strengthens customer trust and reduces supply-chain risk.
The Bull Case For Microchip Technology (MCHP) Could Change Following New Automotive SiP And mSiC Launches - Learn Why
Microchip Technology recently launched new automotive SiP and mSiC modules, targeting vehicle electronics and high-performance power systems. These new products, while promising for Microchip's long-term strategy in autos and power, do not immediately address the company's near-term challenges of inventory normalization and managing debt. Investors are encouraged to consider diverse analyst perspectives and conduct their own research to assess the impact of these developments on Microchip's stock value.
Microchip Technology Inc. stock underperforms Wednesday when compared to competitors despite daily gains
Microchip Technology Inc. (MCHP) stock rose 1.19% on Wednesday, closing at $65.38. Despite these daily gains, the stock underperformed compared to the broader market, as the S&P 500 Index and the Dow Jones Industrial Average both saw stronger increases. This marks the second consecutive day of gains for MCHP.
The Bull Case For Microchip Technology (MCHP) Could Change Following New Automotive SiP And mSiC Launches - Learn Why
Microchip Technology recently launched new automotive SiP and mSiC modules, targeting vehicle electronics and high-performance power systems with simplified design. While these products align with Microchip's long-term strategy in auto and power, they do not immediately alter the company's focus on managing elevated inventory and debt. Investors should watch how these new product ramps might eventually help reduce inventories and improve margins, even though the timing and scale of this impact remain uncertain.
Microchip Technology (MCHP) launches a new system-in-package for automotive human-machine interfaces
Microchip Technology has launched a new system-in-package (SiP) solution designed for automotive human-machine interfaces (HMIs). This new product aims to enhance the performance and integration of HMI systems in vehicles. The SiP likely offers a compact and efficient solution for automotive applications.
Microchip Technology (NASDAQ:MCHP) Upgraded by Wall Street Zen to "Buy" Rating
Wall Street Zen upgraded Microchip Technology (NASDAQ:MCHP) from a "hold" to a "buy" rating, aligning with a positive consensus among analysts, who have an average "Moderate Buy" rating and a price target of $86. This upgrade follows several price target increases and rating boosts from other firms. Microchip reported strong Q3 results, beating EPS estimates and showing a 15.6% year-over-year revenue increase, and provided optimistic Q4 2026 guidance.
Trending Industry Today: Microchip Technology Leads Gains In Data Center Stocks
Microchip Technology (MCHP) is leading gains among data center stocks today, with its shares rising 1.7% to $99. This sector has shown strong performance recently, highlighted by the Invesco Dynamic Semiconductors ETF (PSI) increasing by 0.3% and the SPDR S&P Semiconductor ETF (XSD) also up by 0.3%. The article also notes recent insider sales at Microchip Technology.
Microchip Technology Inc (MCHP) Stock Price Up 4.03% on Mar 31
Shares of Microchip Technology Inc (MCHP) rose 4.03% on March 31, closing at $62.48. This increase places the stock 25.04% below its 52-week high and 83.09% above its 52-week low. Analysts have an average one-year price target of $86.65, suggesting a 38.69% upside, while GuruFocus estimates a slight downside based on its GF Value.
Microchip Technology (MCHP) launches a new system-in-package for automotive human-machine interfaces
Microchip Technology (MCHP) has introduced a new system-in-package (SiP) specifically designed for automotive human-machine interfaces (HMIs). This new product aims to enhance the performance and integration of user interfaces in vehicles. The launch signifies Microchip's continued focus on providing advanced semiconductor solutions for the automotive industry.
Microchip Technology, Monolithic Power Systems, onsemi, Vishay Intertechnology, and Amtech Shares Are Soaring, What You Need To Know
Several semiconductor stocks, including Microchip Technology, Monolithic Power Systems, onsemi, Vishay Intertechnology, and Amtech, experienced significant jumps following Nvidia's announcement of a strategic partnership and $2 billion investment in Marvell Technology. This collaboration and investment boosted confidence across the AI hardware industry, providing a lift to the broader semiconductor sector. The article also touches on onsemi's recent volatility due to trade tensions and geopolitical issues affecting supply chains.
Microchip Technology Inc (MCHP) Shares Down 3.43% on Mar 30
Microchip Technology Inc (MCHP) shares dropped 3.43% on March 30, closing at $62.00. Analysts have an average one-year target price of $86.65, suggesting an upside of 39.76%, with a consensus "Outperform" recommendation. However, GuruFocus estimates a GF Value of $61.96 for MCHP in one year, indicating a slight downside.
Microchip SiP Launch Highlights Auto Growth Potential Despite Weak Share Momentum
Microchip Technology (MCHP) has launched a new automotive-grade System in Package (SiP), the SAM9X75D5M, designed for advanced automotive and industrial applications like digital cockpits and EV charging. This SiP integrates a processor and DDR memory, aiming to simplify design and enhance supply chain resilience for customers. The move signals Microchip's focus on higher-value embedded systems and increasing its "content per vehicle" in the growing automotive sector, despite recent weak share momentum.
Microchip Technology Inc. stock underperforms Monday when compared to competitors
Microchip Technology Inc. (MCHP) stock fell 3.13% to $60.06 on Monday. This decline occurred during a mixed trading session where the Dow Jones Industrial Average rose and the S&P 500 Index fell. The stock experienced its fourth consecutive day of losses.
Microchip Technology (MCHP) Launches a New System-in-Package for Automotive Human-Machine Interfaces
Microchip Technology (MCHP) has introduced the AEC-Q100 Grade 2-qualified SAM9X75D5M System-in-Package (SiP), a hybrid Microcontroller Unit designed for automotive Human-Machine Interfaces. This new SiP streamlines PCB design by combining processing, high memory density, and MCU familiarity into one package, benefiting applications like digital cockpit clusters and EV chargers. The device targets a balance of cost, performance, and power efficiency for automotive HMI solutions.
Microchip Technology (MCHP) Launches a New System-in-Package for Automotive Human-Machine Interfaces
Microchip Technology has introduced its AEC-Q100 Grade 2-qualified SAM9X75D5M System-in-Package (SiP) for automotive Human-Machine Interfaces (HMIs). This new SiP, featuring an Arm926EJ-S processor and 512 Mbit DDR2 SDRAM, is designed to simplify PCB design for applications like digital cockpit clusters and HVAC controls. It offers a balance of cost, performance, and power efficiency by combining MPU processing, high memory density, and MCU familiarity in a single package, reducing routing complexity and mitigating DDR memory supply volatility.
Microchip Technology (MCHP) Launches a New System-in-Package for Automotive Human-Machine Interfaces
Microchip Technology (MCHP) has introduced an AEC-Q100 Grade 2-qualified SAM9X75D5M System-in-Package (SiP) specifically designed for automotive Human-Machine Interfaces. This SiP combines a Microcontroller Unit (MCU), an Arm926EJ-S processor, and 512 Mbit DDR2 SDRAM, supporting displays up to 10 inches. The device aims to simplify PCB design by reducing complexity and offering a balance of cost, performance, and power efficiency for various automotive applications.
-3.43% for Microchip Technology stock as sellers dominate below major moving averages
Microchip Technology (MCHP) stock declined 3.43% today, trading well below key moving averages, indicating strong bearish momentum. Technical indicators like MACD and ADX reinforce a bearish bias and oversold conditions. The short-term forecast predicts a price range of $60.00 to $64.00, with a high likelihood of further declines.
Don't Ignore The Insider Selling In Datavault AI
The Chairman & CFO of Datavault AI, Brett Moyer, recently sold US$100k worth of stock at US$0.63 per share, reducing his total holding by 4.3%. While this was the largest insider sale in the last year, it was made above the current share price of US$0.57. There has been no insider buying in the past year, and insider ownership is relatively low at 4.2%, which the article suggests warrants caution for potential investors.
GEN DIGITAL INC - EXTENDS MATURITY DATE FOR PART OF INITIAL TRANCHE A TERM LOANS TO MARCH 27, 2031 - SEC FILING
Gen Digital Inc. has extended the maturity date for a portion of its initial tranche A term loans to March 27, 2031, as disclosed in an SEC filing. This move provides details on the company's financial strategies. Various analysts offer "Buy" and "Equal Weight" ratings with price targets ranging from $22 to $37, while also highlighting potential growth drivers and risks.
Exchange Traded Concepts LLC Buys 38,611 Shares of Microchip Technology Incorporated $MCHP
Exchange Traded Concepts LLC increased its stake in Microchip Technology Inc. by 20.9% in Q4, holding 223,476 shares valued at $14.24 million. Microchip Technology reported Q4 EPS of $0.44 and revenue of $1.19 billion, exceeding analyst estimates, and announced a quarterly dividend of $0.455 per share, yielding approximately 2.9%. Institutional investors own 91.51% of the stock, while CEO Steve Sanghi recently sold 98,814 shares for about $7.96 million.
-3.43% for Microchip Technology stock as bearish pressure drives price to weekly lows
Microchip Technology (MCHP) stock has fallen 3.43%, reaching weekly lows due to persistent bearish pressure. Technical indicators show the stock trading below key moving averages, with high probability of further declines if support at $59.00 fails. The company recently released developer tips for its MPLAB AI Coding Assistant, but this has not countered the negative market sentiment.
Datavault AI Bets On Mineral Tokenization And NIL To Reignite Growth
Datavault AI (NasdaqCM:DVLT) has announced new partnerships in mineral tokenization and Name, Image, and Likeness (NIL) digital assets to stimulate growth following a period of significant share price decline. The company is partnering with American Strategic Minerals to tokenize antimony and expanding into athlete NIL digital assets with boxer Moses Itauma. These initiatives aim to create new revenue channels, but their success will be judged on measurable commercial activity and whether they can move beyond proof-of-concept into revenue-generating platforms.
-3.43% for Microchip Technology stock as sellers drive price to weekly lows
Microchip Technology (MCHP) stock has fallen 3.43% and is trading at weekly lows of $62.00, significantly below its key moving averages, indicating strong bearish pressure. Momentum indicators suggest oversold conditions and continued seller dominance, with a low probability of price increase in the coming week. The expected price range for the next week is $58.30 to $62.50, with further downside more likely than recovery, despite the company's recent product introductions and awards.
Arrow Electronics Releases Single-Pair Ethernet Reference Design
Arrow Electronics has launched the 10BASE-T1S REF_SPE_T1S reference design board, developed in collaboration with Microchip Technology, Bourns, and Amphenol. This platform aims to facilitate the adoption of Single-Pair Ethernet (SPE) by focusing on the magnetic interface to ensure signal integrity, EMC, and noise immunity in challenging industrial environments. The design utilizes an integrated transformer approach for enhanced noise rejection and galvanic isolation, supporting the transition to Ethernet connectivity at the network edge.
Qorvo, Skyworks Solutions, Penguin Solutions, Microchip Technology, and Marvell Technology Shares Plummet, What You Need To Know
Shares of Qorvo, Skyworks Solutions, Penguin Solutions, Microchip Technology, and Marvell Technology all experienced significant drops following escalating trade tensions between the U.S. and China, and geopolitical disruptions affecting global supply chains. China initiated trade barrier investigations against the U.S., retaliating against earlier U.S. tariff probes, raising concerns for U.S. tech companies with business in the Chinese market. Additionally, Middle East geopolitical events are projected to cause helium shortages, increasing costs and uncertainty for chipmakers already facing broader inflation concerns.
Microchip Technology Inc. stock underperforms Friday when compared to competitors
Microchip Technology Inc. (MCHP) shares fell 3.43% to $62.00 on Friday, marking its third consecutive day of losses. This underperformance occurred during a broader market downturn, with the S&P 500 Index dropping 1.67% and the Dow Jones Industrial Average falling 1.73%.
Qorvo, Skyworks Solutions, Penguin Solutions, Microchip Technology, and Marvell Technology Shares Plummet, What You Need To Know
Shares of Qorvo, Skyworks Solutions, Penguin Solutions, Microchip Technology, and Marvell Technology all fell significantly in the afternoon session. This decline was triggered by China initiating trade barrier investigations against the U.S., escalating trade tensions and raising concerns about restrictions on advanced technology exports. Additionally, geopolitical tensions in the Middle East are causing helium supply disruptions, increasing costs for semiconductor manufacturers and adding to inflation concerns for the tech sector.
FinancialContent - Qorvo, Skyworks Solutions, Penguin Solutions, Microchip Technology, and Marvell Technology Shares Plummet, What You Need To Know
Shares of Qorvo, Skyworks Solutions, Penguin Solutions, Microchip Technology, and Marvell Technology plummeted today following China's initiation of a trade barrier investigation against the United States, escalating trade tensions. The probes target U.S. trade practices accused of disrupting global supply chains, specifically policies restricting the export of advanced technology to China. Furthermore, geopolitical tensions in the Middle East are projected to cause supply chain disruptions, particularly impacting the global supply of helium crucial for semiconductor manufacturing, adding further uncertainty to the tech sector.
[SCHEDULE 13G/A] MICROCHIP TECHNOLOGY INC Amended Passive Investment Disclosure
The Vanguard Group has filed an amended Schedule 13G/A for Microchip Technology Inc., reporting 0% beneficial ownership of common stock due to an internal realignment on January 12, 2026. This realignment caused certain Vanguard subsidiaries to report their holdings separately, in accordance with SEC Release No. 34-39538. The filing indicates a reporting change rather than a physical transaction of shares.
Navitas (NVTS) soars 23% as new exec joins
Navitas Semiconductor (NVTS) stock soared 23% following the announcement that industry veteran Anthony Le Stourgeon has joined the company in a high-profile executive role. Le Stourgeon, known for his work at Microchip Technology with gallium nitride technology, is expected to drive significant advancements within Navitas' GaN power integrated circuits business. This strategic hire underscores Navitas' commitment to expanding its leadership in the GaN market.
